ZipRecruiter

Log In

1

Financial Advising Assistant Jobs in Ohio (NOW HIRING)

Voya Financial

Voya Financial Toledo OH

Toledo, OH · On-site

Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...

Jambalaya Group

Associate Financial Advisor

Columbus, OH · On-site

$75K - $90K/yr

Respond to client questions and requests by phone, email, and in person. * Assist clients with ... The Associate Financial Advisor will initially concentrate on supporting existing clients and ...

next page

Showing results 1-20

All JobsFinancial Advising JobsFinancial Advising Assistant JobsFinancial Advising Assistant Jobs in Ohio

Financial Advising Assistant information

What is a financial advising assistant?

Financial Advising Assistants are professionals who support financial advisors in managing client accounts, preparing reports, conducting research, and handling administrative tasks. They play a key role in ensuring that the financial advisor's operations run smoothly by scheduling appointments, maintaining records, and communicating with clients. Their work allows financial advisors to focus more on providing direct financial planning and investment advice. Financial Advising Assistants may also help prepare materials for client meetings and ensure compliance with regulations. They typically work in banks, investment firms, or financial planning companies.

What does a financial advising assistant do?

A Financial Advising Assistant typically handles a variety of administrative and client-support tasks, such as preparing financial reports, scheduling meetings, updating client records, and assisting with compliance documentation. They often serve as the first point of contact for clients, helping to address routine inquiries and ensuring smooth communication between clients and advisors. Additionally, they may assist with research on investment products or financial planning strategies, providing valuable support that allows advisors to focus on more complex client needs.

What are the key skills and qualifications needed to thrive as a financial advising assistant?

To thrive as a Financial Advising Assistant, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree or coursework. Proficiency with financial planning software, CRM systems, and Microsoft Excel is typically required, and certifications like the Series 65 or 66 can be advantageous. Excellent organization, communication, and client service skills help you stand out in supporting advisors and building client relationships. These skills ensure accurate financial data management, efficient workflow, and positive client experiences essential for a successful advisory practice.

What is the difference between Financial Advising Assistant vs Financial Planner?

AspectFinancial Advising AssistantFinancial Planner
CredentialsTypically requires a high school diploma or associate degree; certifications like FINRA Series 6 or 7 are commonRequires a bachelor's degree; certifications such as CFP (Certified Financial Planner) are often necessary
Work EnvironmentSupports financial advisors in client meetings, research, and administrative tasksWorks directly with clients to develop financial plans and investment strategies
Employer & Industry UsageFound in banks, financial firms, and advisory practicesEmployed by financial advisory firms, banks, and independent practices

The Financial Advising Assistant primarily supports financial advisors with administrative and research tasks, often requiring less formal certification. In contrast, a Financial Planner works directly with clients to create comprehensive financial plans, usually holding advanced certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities and qualifications.

What are the most commonly searched types of Financial Advising jobs in Ohio?

The most popular types of Financial Advising jobs in Ohio are:

What cities in Ohio are hiring for Financial Advising Assistant jobs?

Cities in Ohio with the most Financial Advising Assistant job openings:

Financial Advising Assistant jobs near you
Infographic showing various Financial Advising Assistant job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Voya Financial Advisor Cleveland

Voya Financial Advisors

Cleveland, OH • On-site

Full-time

Medical, Life, Retirement

Re-posted 19 days ago

Voya Financial rating

7.9

Company rating: 7.9 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

86th of 151 rated financial services

Job description

Voya Financial Advisors, Inc., a leading Independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a dynamic and motivated Financial Advisor to join our Cleveland team of advisors, on-site. The team is dedicated to providing financial service and enrollment support to the employees of one our key plan sponsor relationships regarding their supplemental voluntary retirement plan. 

Financial Advisor responsibilities include:

  • Engage and educate employees about the benefits of participating in their employer sponsored 403(b) and/or 457 (b) plan and how it relates to their other potential sources of retirement income such as employer pension and social security

  • Guide employees through the enrollment process

  • Help participants evaluate their sources of retirement income and how to identify potential gaps relative to future goals and assist with account consolidation when appropriate

  • Encourage participants to utilize the various tools & resources available to them that are designed to help them improve their financial future

  • Conduct group education meetings live and virtually

  • Work in a team environment

To be eligible for this Financial Advisor role, candidates must possess the following qualifications:

  • Securities registrations Series  6 and 63 (7, 65 or 66 preferred)

  • Life & Health Insurance licenses

  • Experience working with defined contribution 403(b),457(b), and 401(a) plans (preferred)

  • Must be able to demonstrate the ability to work in a team environment

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

What Voya Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply